Anic Equity¶
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Total return since start: 0.694 %¶
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Equity now: -----------------------------> 51735.57 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48536.51 Kr¶
PnL: ---------------------------------------> -551.06 Kr¶
DD now: ---------------------------------> -0.402 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 11:16:08.394276'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.100000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | 3.440000 | 805.200000 | 132.200000 | 19.640000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.800000 | 3560.040000 | 106.040000 | 3.070000 | 3453.999992 |
| HEBA B | 70 | 2.360000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| SAAB B | 8 | 1.360000 | 3463.200000 | 86.200000 | 2.550000 | 3377.000000 |
| Swedbank A | 3 | 2.200000 | 614.400000 | 50.400000 | 8.940000 | 564.000000 |
| Resurs Holding | 22 | 1.010000 | 617.540000 | 43.540000 | 7.590000 | 573.999998 |
| AcadeMedia | 12 | 1.420000 | 599.760000 | 42.760000 | 7.680000 | 557.000004 |
| MedCap | 2 | -1.730000 | 455.000000 | 34.000000 | 8.080000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.820000 | 386.800000 | 31.800000 | 8.960000 | 355.000000 |
| Intrum | 4 | 2.520000 | 553.000000 | 26.000000 | 4.930000 | 527.000000 |
| Norva24 Group | 16 | -2.500000 | 561.600000 | 18.600000 | 3.430000 | 543.000000 |
| OEM International B | 7 | 0.260000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| Eastnine | 4 | 0.800000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Securitas B | 6 | 1.850000 | 582.600000 | 12.600000 | 2.210000 | 570.000000 |
| Fasadgruppen Group | 38 | -0.360000 | 4149.600000 | 8.600000 | 0.210000 | 4140.999992 |
| Coor Service Management Hold. | 8 | 1.050000 | 539.600000 | 7.600000 | 1.430000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.360000 | 250.560000 | 4.560000 | 1.850000 | 246.000000 |
| Karnov Group | 9 | 0.000000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.210000 | 545.400000 | -0.600000 | -0.110000 | 546.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.200000 | 559.650000 | -2.350000 | -0.420000 | 562.000005 |
| Corem Property Group B | 59 | 1.880000 | 574.370000 | -2.630000 | -0.460000 | 576.999999 |
| Midsona B | 63 | 0.880000 | 580.230000 | -2.770000 | -0.480000 | 582.999984 |
| Boozt | 12 | 1.250000 | 1651.200000 | -2.800000 | -0.170000 | 1653.999996 |
| Sampo Oyj SDB | 7 | 0.460000 | 3839.500000 | -10.500000 | -0.270000 | 3850.000000 |
| CTEK | 13 | 2.600000 | 512.850000 | -21.150000 | -3.960000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.000000 | 562.500000 | -32.070000 | -5.390000 | 594.565215 |
| Essity B | 2 | -1.100000 | 539.400000 | -34.600000 | -6.030000 | 574.000000 |
| Vivesto | 1368 | -0.240000 | 559.510000 | -53.490000 | -8.730000 | 612.999432 |
| Essity A | 4 | -0.730000 | 1084.000000 | -65.000000 | -5.660000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.080000 | 2970.000000 | -114.000000 | -3.700000 | 3083.999994 |
| OX2 | 22 | 4.100000 | 1842.500000 | -146.500000 | -7.370000 | 1989.000002 |
| Axfood | 15 | -3.460000 | 3894.000000 | -406.000000 | -9.440000 | 4300.000005 |
| Ovzon | 64 | -0.190000 | 3392.000000 | -604.000000 | -15.120000 | 3996.000000 |
| TOTAL | 48536.510000 | -551.060000 | -0.40199% | 49087.564636 |
Updated:¶
'2023-02-01 11:16:21.364830'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
